Aquatic Capital Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
19,093
-50,461
| -73% | -$4.01M | 0.03% | 547 |
|
|
2025
Q1 | $5.87M | Buy |
69,554
+28,256
| +68% | +$2.38M | 0.15% | 182 |
|
|
2024
Q4 | $3.2M | Buy |
41,298
+22,698
| +122% | +$1.76M | 0.09% | 278 |
|
|
2024
Q3 | $1.6M | Buy |
18,600
+13,500
| +265% | +$1.16M | 0.04% | 412 |
|
|
2024
Q2 | $400K | Buy |
+5,100
| New | +$400K | 0.01% | 594 |
|
|
2024
Q1 | – | Sell |
-29,300
| Closed | -$2.31M | – | 1548 |
|
|
2023
Q4 | $2.31M | Buy |
29,300
+17,600
| +150% | +$1.38M | 0.06% | 299 |
|
|
2023
Q3 | $843K | Buy |
+11,700
| New | +$843K | 0.04% | 373 |
|
|
2022
Q4 | – | Sell |
-3,500
| Closed | -$253K | – | 1707 |
|
|
2022
Q3 | $253K | Buy |
+3,500
| New | +$253K | 0.02% | 556 |
|